Enterprise grade document management your clients will love
SideDrawer is an API-first document management platform that improves the client experience around collaboration and organization for businesses of all sizes.
The SideDrawer SaaS product is used by advisors, planners, executors and other professionals to securely collect and share sensitive client data and documents with clients. The SideDrawer platform does not include any sensitive information as file attachments or file sharing links, preserving client confidentiality, avoiding data breaches through mail server, man-in-the-middle attacks, or exposure through misdirected email.
SideDrawer’s infrastructure agnostic APIs are truly scalable, allowing fintechs and enterprises to save significant development resources on non-core, but critical document management workflows. SideDrawer’s API’s allow enterprises to remain in control of their client sensitive data, leverage their existing infrastructure investments, consolidate expensive document storage from other providers, and provide a greater degree of compliance and access control on existing client data.